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Distributions
Distributions
Creating custom waterfalls and running distributions.
+2
11 articles in this collection
Written by
Kevin Heras,
Matthew Attou,
Brad St. Onge
and 2 others
How to create a distribution plan
A step by step walkthrough of creating a custom distribution plan based on your waterfall.
Written by
Jay Krause
Updated over a week ago
Distribution Plan: Waterfall Hurdles Explained
Breaking down the use and configuration of each type of waterfall hurdle.
Written by
Jay Krause
Updated over a week ago
How to run a distribution
A step-by-step guide to process a new distribution.
Written by
Jay Krause
Updated over a week ago
How do I create a Custom Distribution? (Video)
This article will show you how to manually record distributions
Written by
Brad St. Onge
Updated over a week ago
Day Count Convention Explained
What are the differences in day count convention?
Written by
James Trammel
Updated over a week ago
Handling failed distribution payments (VIDEO)
How to identify, review, and re-send failed distribution payments via ACH or cheque.
Written by
Jay Krause
Updated over a week ago
How to delete a distribution plan
A step by step walk through for deleting distribution plans.
Written by
Matthew Attou
Updated over a week ago
InvestNext Payments (ACH)
Set-up InvestNext Payments (Automated Payments)
Learn how to set-up InvestNext Payments to automatically send ACH and Cheque payments for Distributions and receive Contribution funds.
Written by
Jay Krause
Updated yesterday
Enabling Inbound Payments
How to enable inbound payments to allow investors to submit their contribution funds directly through the investor portal.
Written by
Brad St. Onge
Updated over a week ago
ACH Payment Transaction Time
When will ACH payments be received by investors?
Written by
Jay Krause
Updated over a week ago
Payment Status
This article will describe how to check if an investor has received their ACH payment for a given distribution
Written by
Kevin Heras
Updated over a week ago